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    Tuesday, January 29, 2019

    Value Investing Ray Dalio: Populism + Weakening Economy + Limited Central Bank Power to Ease + Elections = Risky Markets and Risky Economies

    Value Investing Ray Dalio: Populism + Weakening Economy + Limited Central Bank Power to Ease + Elections = Risky Markets and Risky Economies


    Ray Dalio: Populism + Weakening Economy + Limited Central Bank Power to Ease + Elections = Risky Markets and Risky Economies

    Posted: 28 Jan 2019 12:37 PM PST

    If I Bought One Share of BRK.B by Feb 15th, Could I Attend The 2019 Berkshire Hathaway 2019 Annual Meeting?

    Posted: 29 Jan 2019 12:54 AM PST

    All in title. Want to go and realize I can go if I hold a share of BRK.B. I'm wondering if it isn't too late though. Not sure how to word what follows, but might I have to be a "shareholder of record" by a certain time in order to qualify?

    submitted by /u/SternritterVGT
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    What kind of option knowledge should I have for an internship interview?

    Posted: 28 Jan 2019 11:05 PM PST

    Interview (phone call) is with senior personnel (director) working on a trading desk (equity derivatives). It is for an internship. What kind of detail should I know about options? What about volatility?

    Any other tips would be appreciated.

    submitted by /u/new_cap
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    What were your favourite Berkshire letters?

    Posted: 28 Jan 2019 12:28 PM PST

    If you've made your way through the archive (http://www.berkshirehathaway.com/letters/letters.html), what were your favourite letters? Were there any passages that stood out to you as particularly interesting and useful?

    Off the top of my head, 1987 and 1992 stood out as particularly strong to me.

    submitted by /u/houseofballoons_
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    Sequoia Fund Q4 2018 Letter

    Posted: 28 Jan 2019 06:20 PM PST

    GMO Quarterly Letter

    Posted: 28 Jan 2019 07:06 AM PST

    Bank for International Settlements "Are the post-crisis statistical initiatives complete?"

    Posted: 28 Jan 2019 08:56 AM PST

    This was a conference/forum at the BIS. Very interesting reads; and from a global macro perspective, provide some added dimensions to normalized Security Analysis. Hope it is of value: https://www.bis.org/ifc/publ/ifcb49.htm

    submitted by /u/zommavomma
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